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Budget & Forecast Snapshots: User Guide (Beta)

  1. Last updated
    Jun 23, 2025
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Table of Contents

Overview

Considerations

Key Features

Manage Access

Create a Snapshot

Create a Snapshot from the Budget Tab

Users can create a Project Status Snapshot or an Ad Hoc Snapshot from the Budget tab. Only Project Status Snapshots are saved. 

  1. Navigate to the project's Budget tool.
  2. Click the Budget tab. 
  3. Click Create Snapshot.
    This opens the Create Snapshot window. 

    create-project-status-snapshot.png
     
  4. Under Snapshot Type, choose an option:

    • Beta Project status. Choose this option for official reporting, such as a monthly report that needs review. 

    • Ad hoc. Choose this option for a simple snapshot. 
  5. Enter the snapshot information:
    • Name. Enter a name for the snapshot.
    • View. Select a budget view for the snapshot.
    • Description. Enter a description of the snapshot.
  6. Click Create. 
    When complete, the Snapshot Created banner appears at the top of the page.

    view-snapshot-data.png

Create a Snapshot from the Forecasting Tab

Users can create an ad hoc snapshot from the Forecasting tab. 

  1. Navigate to the project's Budget tool.
  2. Click the Forecasting tab. 
  3. Click Create Snapshot.
    This opens the Create Snapshot window. 

    create-forecast-ad-hoc-snapshot.png
     
  4. Enter the snapshot information:
    • Name. Enter a name for the snapshot.
    • View. Select a budget view for the snapshot.
    • Description. Enter a description of the snapshot.
  5. Click Create.
    When complete, the Snapshot Created banner appears at the top of the page.

View a Snapshot

There are different ways to view snapshots in the Budget tool. 

View a Project Status Snapshot from the Project Status Snapshots Tab

Any user can view a project status snapshot tab from this tab. Ad-hoc snapshots are not saved and do not appear in this tab. 

  1. Navigate to the Project level Budget tool. 
  2. Click the Project Status Snapshots tab. 
  3. In the Name column, click the snapshot to open. 
  4. The system opens the snapshot in your web browser. A Viewing from Snapshot banner appears. 

    viewing-from-snapshot-callout.png
     
  5. Click the View Current Data button to return to your project's current budget data

View a Project Status Snapshot from the Project Status Snapshots Tab

Any user can view a project status snapshot tab from this tab. Ad-hoc snapshots are not saved and do not appear in this tab. 

  1. Navigate to the Project level Budget tool. 
  2. Click the Project Status Snapshots tab. 
  3. In the Name column, click the snapshot to open. 
  4. The system opens the snapshot in your web browser. A Viewing from Snapshot banner appears. 

    viewing-from-snapshot-callout.png
     
  5. Click the View Current Data button to return to your project's current budget data. 

View a Project Status Snapshots as the Snapshot Creator

Snapshot creators can also view a snapshot immediately after it's created. 

  1. Complete the steps in Create a Budget Snapshot. 
    When saved, the Snapshot Created banner displays.

    view-snapshot-data.png
     
  2. Click View Snapshot Data. 
  3. The label on the banner changes to Viewing from Snapshot. 
  4. Review the snapshot as needed. 
  5. Click the View Current Data button to return to your project's current budget data. 

View an Ad-Hoc Snapshot as the Snapshots Creator

Ad Hoc snapshots can only be viewed after creation. Only project status snapshots are saved. 

  1. Complete the steps for an ad-hoc snapshot in Create a Budget Snapshot. 
    When saved, the Snapshot Created banner displays. 

    ad-hoc-snapshot-created.png
     
  2. Click View Snapshot Data.
  3. (Optional) See Export a Budget Snapshot if you want to save it. 
     Important
    Ad-hoc snapshots aren't saved after the current session. You must export it if you want to see it later. 
  4. Click the View Current Data button to return to your project's current budget data. 

Configure Columns

  1. Navigate to the Project level Budget tool. 
  2. Click the Project Status Snapshots tab.
  3. Click Configure Columns.
    This opens the Table Settings panel. 
    pss-configure-columns.png
  4. Under Configure Columns, you have these choices for each available column:
    • Show columns. Move the toggle switch to the right. The system's default setting is to show all available columns. 
    • Hide columns. Move the toggle switch to the left. 
  5.  When finished, click the Close (x) icon on the panel. 

Apply a Budget View

Navigate to the project's Budget tool. Then click the Budget, Budget Details, or Project Snapshot Status tab and select an option from the View menu. To add views to this menu, see Assign a Budget View to a Project.

budget-tab-view-menu.png

 Notes

View a Budget Snapshot

Navigate to the project's Budget tool. Then, click the Budget or Forecasting tab and select an option from the Snapshot menu. To add snapshots to this menu, see Create a Budget Snapshot.

budget-tab-snapshot-menu.png

Analyse Variance

Analyse Line Item Variance on the Budget Tab

This action analyses variance by comparing a snapshot with the active budget. 

  1. Navigate to the project's Budget tool.
  2. Click the Budget tab and select a standard or custom budget view from the View menu. 
  3. Click Analyse Variance.
    This opens the Select Comparison Columns to Analyse Variance window.
  4. From the Comparison Snapshot menu, select the snapshot to compare it with your budget data.
  5. Under Columns to Display, choose one (1) option: 
    • Comparison Column and Variance Column. Shows both values. 
    • Comparison Column Only. Shows the value from the comparison snapshot. 
    • Variance Column Only. Shows the variance between the comparison snapshot and active budget. 
  6. Under Comparison Columns, mark one or more checkboxes to select the columns to analyse for variance.


     
  7. Click Save.
    Procore analyses the current budget and snapshot for variance. 
Example

This example shows the Comparison Column and Variance Column option using Estimated Cost at Completion as the comparison column. The blue column label shows the snapshot data. The column labelled Variance shows the difference between the snapshot and your budget.

analyze-variance-project-status-snapshot.png

Analyse Aggregate Variance Between Snapshots on the Project Status Snapshots Tab

This action analyses the aggregate variance between two snapshots.

  1. Navigate to the project's Budget tool.
  2. Click the Project Status Snapshots tab and select a standard or custom budget view from the View menu. 
  3. Click the snapshot Name to open it. 
  4. On a column where it's available, click the Variance icon. 
    This expands the column to show the Current, Previous, and the Variance between the two snapshots. 
    Example

    This example shows the Current, Previous, and Variance columns that appear when you click the Variance icon on a column. 

    pss-variance-icon.png

Export a Snapshot

  1. Navigate to the Budget tool. 
  2. Click Budget or Forecasting tab.
  3. Create or view a snapshot.
     Note
    Ad Hoc and Project Status Snapshots are available for the Budget tab.  Only Ad Hoc Snapshots are available for the Forecasting tab.  
  4. (Optional) Choose the budget view and apply any filtering or grouping options to the snapshot.
  5. Click Export. 
     export-budget-forecast-snapshot.png
     Note
    Because CSV is a flat file format, any applied grouping options are not included in exports to CSV. 
  6. Choose one of these options from the menu:
    • CSV. This downloads a CSV file to the location configured in your web browser. 
    • PDF.  This opens a PDF version of the file in a new browser window. To download it, use the options available in your web browser's PDF viewer. 

Export a Snapshots List

  1. Navigate to the Project level Budget tool. 
  2. Click the Project Status Snapshots tab.

    export-project-status-snapshots.png
     
  3. Modify the data table as needed. Your choices are:
  4. Click Export and choose CSV from the menu. 
    This downloads a CSV file to the location configured in your web browser. 

View Snapshots

Configure Columns

Apply Filters

Change Snapshot Status

Analyse Variance

Analyse Line Item Variance on the Budget Tab

This action analyses variance by comparing a snapshot with the active budget. 

  1. Navigate to the project's Budget tool.
  2. Click the Budget tab and select a standard or custom budget view from the View menu. 
  3. Click Analyse Variance.
    This opens the Select Comparison Columns to Analyse Variance window.
  4. From the Comparison Snapshot menu, select the snapshot to compare it with your budget data.
  5. Under Columns to Display, choose one (1) option: 
    • Comparison Column and Variance Column. Shows both values. 
    • Comparison Column Only. Shows the value from the comparison snapshot. 
    • Variance Column Only. Shows the variance between the comparison snapshot and active budget. 
  6. Under Comparison Columns, mark one or more checkboxes to select the columns to analyse for variance.


     
  7. Click Save.
    Procore analyses the current budget and snapshot for variance. 
Example

This example shows the Comparison Column and Variance Column option using Estimated Cost at Completion as the comparison column. The blue column label shows the snapshot data. The column labelled Variance shows the difference between the snapshot and your budget.

analyze-variance-project-status-snapshot.png

Analyse Aggregate Variance Between Snapshots on the Project Status Snapshots Tab

This action analyses the aggregate variance between two snapshots.

  1. Navigate to the project's Budget tool.
  2. Click the Project Status Snapshots tab and select a standard or custom budget view from the View menu. 
  3. Click the snapshot Name to open it. 
  4. On a column where it's available, click the Variance icon. 
    This expands the column to show the Current, Previous, and the Variance between the two snapshots. 
    Example

    This example shows the Current, Previous, and Variance columns that appear when you click the Variance icon on a column. 

    pss-variance-icon.png

Export a Snapshots List

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